In today's fast-paced business environment, having a clear and concise view of your operations is paramount. ServiceCore's latest offering, the Site Overview Report, is designed to provide you with a holistic view of all your sites, ensuring you're always in the know. Dive deep into the intricacies of each site, understand job types, and get a grip on the rentals associated with them. Let's delve into the key features and how you can make the most of this report.
Key Features:
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- Comprehensive View: Get a complete overview of all sites, accompanied by a summary of job types and the rentals linked to them.
- Snapshot Metrics: Gain quick insights into total sites, rentals, jobs, ongoing jobs, and completed jobs.
- Site Categorization: Easily categorize and view breakdowns of sites by type.
- Contact Management: Swiftly locate and export site contacts for seamless communication.
How to Access the Site Overview Report
To do access the Site Overview Report, follow these steps:
- Head over to the Reports section of ServiceCore
- Under "Standard Reporting," click "Site Overview Report"
About Rental Overview Report Filters
The Site Overview Report offers a range of filters to help you narrow down and view specific data:
- Job Indicator: Determine which sites have active jobs and which don't.
- Customer Details: Filter by specific customer numbers or names for targeted insights.
- Site Specifics: Focus on particular site numbers or categorize by the type assigned to each site.
- Geographical Filters: Zone in on specific cities or states for a regional analysis.
How to Export the Site Overview Report:
Exporting your Site Overview Report is a breeze. Whether you prefer CSV or Excel, here's how to do it:
- First, ensure you've set up all the appropriate filters to capture the data you want.
- Hover your mouse cursor over the "Details" portion of the report.
- As you hover, you'll notice three vertical dots appearing on the top right.
- Click on these dots.
- From the dropdown, select Export.
- Choose your preferred export format, either CSV or Excel.
- Patiently wait for your download to initiate and appear.
By offering a comprehensive view of your sites, coupled with the flexibility of filters and easy export options, ServiceCore ensures you're always a step ahead. Dive in, explore, and let data drive your success!